Looking to start an SMSF? We've tailored a solution to help meet your needs.

Learn more

You are currently on:

SMSF Specialist Course

This course offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 25.5 CPD points. And with the course listed on ASIC’s training register, you’ll achieve the specialist knowledge required to give SMSF advice.

Elevate your SMSF expertise & earn 25.5 CPD hours

Unlock your full potential as an SMSF specialist with our comprehensive and engaging course, specifically tailored to meet the needs of practitioners like you.

Flexible Learning Options

We are excited to offer our SMSF Specialist Course in two convenient formats: face-to-face and through interactive online webinars. This flexibility allows you to choose the learning style that best suits your needs.

asset-1

Virtual Course Overview

The series will be held over two consecutive weeks on Tuesdays, Wednesdays, and Thursdays from 9 am to 1 pm AEST, followed by an online exam.

__________________________________________________________________________________________________________

STUDY MODE

Online workshop

COURSE DURATION

9am - 1pm (AEST), 6 half-days

COURSE FEE

$1,650 (Total 24 CPD hours)

$1,890 (CPD + Accreditation)

  • What is an SMSF?
  • Sole purpose test
  • Benefits of SMSFs
  • Establishing an SMSF
  • Trustee options and trust deeds
  • SMSF residency
  • Service providers
  • Provision of advice
  • Trustee responsibilities
  • Investment strategy 
  • Accepting contributions
  • Loans to members
  • Borrowing rules
  • Limited recourse borrowing arrangements
  • In-house asset rules
  • Related parties
  • Collectables and personal use assets
  • Member accounts
  • Assessable income of SMSFs
  • Derivation of income and deductibility of expenses
  • Non-arm's length income
  • Deductions
  • Insurance
  • Use of reserves
  • Determining benefit entitlements
  • Conditions of release
  • Proportioning of benefits
  • Taxation of benefits
  • Commencing a pension 
  • Taxation of pensions 
  • Exempt current pension income
  • Segregation v non-segregation
  • Continuing pension liability on death
  • Beneficiaries
  • Estate planning
  • SMSFs and family law
  • SMSFs and bankruptcy
  • Winding up an SMSF  

Simple online assessment process:

  • Following the workshop, you will be sent a link to an online exam
  • You must sit the exam within two weeks of receiving the link
  • The exam comprises 120 multiple choice questions which must be completed in a single sitting and within a time limit of 2 hours and ten minutes
  • You can request up to three resits; the conditions for each resit are per the original exam
Provides 25.5 CPD hours for ASIC

This course is a ‘qualifying CPD activity’ and provides 25.5 CPD hours across the following categories:

  • Technical Competence (17 hours)
  • Regulatory compliance and consumer protection (7 hours)
  • Online exam (1.5 hours)

Note: Under the standard, ASIC requires advisers to complete 40 hours of CPD each year of which 70% needs to be approved by your licensee. Furthermore, the activity must spread across ASIC’s CPD categories, with minimum hours applicable in each category.


CPD accreditation for other bodies
SMSF Association 23 CPD points 
Financial Advice Association Australia (FAAA)24 CPD points 
Institute of Public Accountants 24 CPE hours* 
Chartered Accountants Australia & New Zealand 24 CPE points* 
Tax Practitioners Board 24 CPE hours* 

*You should use your own professional judgement and assess whether our programme provides professionally relevant training and the appropriate number of CPD points or CPE hours. The above allocation assumes professionally relevant training and equates to one hour of training with one CPD point or one CPE hour.

Certificate of completion

All attendees who successfully complete the course will receive a certificate of completion from the University of Adelaide.

This is an industry-recognised course listed on ASIC’s Training Register.

By successfully completing this course you will satisfy ASIC’s RG146 SMSF specialist knowledge requirements. You will also need to satisfy FASEA competency requirements to give SMSF advice and you’re licensed to provide that advice.

General

$1,890 (incl. GST) for workshop and exam

$1,650 (incl. GST) for workshop only

 

Early bird discount - 10% off
  • Valid until two weeks prior to course commencement
  • When registering online enter promotional code earlyspecial

2024 Dates 

Virtual SMSF Specialist Course

Date

Week 1: Tuesday, 6 August 2024 – Thursday, 8 August 2024

Week 2: Tuesday, 13 August 2024 – Thursday, 15 August 2024

Time

9:00am - 1:00pm AEST

Prefer to learn at your own pace

We offer an online version of this course which you can do in your own time. Simply complete all 30 of our online modules and you'll achieve the same qualification and a completion certificate.